DocAve 6 Control Panel

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1 DcAve 6 Cntrl Panel DcAve 6 Cntrl Panel Reference Guide Reference Guide Service Pack 4, Cumulative Update 3 Revisin T Service Pack 4, Cumulative Update 3 Issued Nvember 2014 Revisin S Issued September 2014

2 Table f Cntents What s New in this Guide... 6 Abut Cntrl Panel... 7 Submitting Dcumentatin Feedback t AvePint... 8 Befre Yu Begin... 9 Cnfiguratin... 9 Agents... 9 Getting Started Launching Cntrl Panel Understanding Cntrl Panel Accessing Cntrl Panel System Settings Mnitr Using Manager Mnitr Using Agent Mnitr System Optins Cnfiguring General Settings Cnfiguring Security Settings Viewing Security Infrmatin Authenticatin and Accunt Manager Authenticatin Manager Accunt Manager License Manager Viewing License Infrmatin Imprting and Exprting License Files Cnfiguring License Renewal Ntificatins Cnfiguring SharePint Servers Usage Update Manager Cnfiguring Update Settings Checking fr Updates

3 Managing Updates Reviewing Installatin Histry f Updates Applicatin Settings Agent Grups Managing Agent Grups User Ntificatin Settings Cnfiguring Outging Settings Cnfiguring Ntificatin Settings Jb Manager Jb Pruning Jb Perfrmance Alert Lg Manager Cnfiguring Lg Settings Scrubbing the Lgs Cllecting Lgs Registered SharePint Sites Manual Input Mde Scan Mde Office 365 Accunt Prfile Manager Agent Prxy Settings Prfile Manager Security Prfile Managed Accunt Prfile Settings fr Specific Prducts/Mdules Slutin Manager Managing Slutins Maintaining Slutins Slutin Descriptin Strage Cnfiguratin Physical Device Lgical Device Strage Plicy

4 Data Manager Imprting Data frm DcAve 5 t DcAve Imprting Data frm DcAve 6 t DcAve 6 Service Pack 1 r Later Versins Cnverting 3rd Party Tl Stub t DcAve Stub Index Manager Creating an Index Prfile Cnfiguring Wrkday fr the Index Prfile Exprt Lcatin Managing Exprt Lcatins Cnfiguring Exprt Lcatins Filter Plicy Managing Filter Plicies Cnfiguring Filter Plicies Mapping Manager Dmain Mapping User Mapping Language Mapping Clumn Mapping Cntent Type Mapping Template Mapping Grup Mapping List Name Mapping Plan Grup Security Trimming fr Plan Grup Managing Plan Grup Creating a Plan Grup Cnfiguring the Add Schedule Interface Cnfiguring the Default Settings Sectin Appendix A: Examples f Filter Plicies Site Cllectin Level Site Level List/Library Level

5 Flder Level Item Level Dcument Level Attachment Level Appendix B: Template Name and Template ID Appendix C: Accessing Cntrl Panel with Ht Keys Manager Mnitr Agent Mnitr System Optin Authenticatin Manager Accunt Manager License Manager Update Manager Agent Grups User Ntificatin Setting Jb Pruning Jb Perfrmance Alert Lg Manager Registered SharePint Sites Office 365 Accunt Prfile Manager Agent Prxy Settings Security Prfile Managed Accunt Prfile Slutin Manager Strage Cnfiguratin Index Manager Exprt Lcatin Filter Plicy Mapping Manager Ntices and Cpyright Infrmatin

6 What s New in this Guide Health Analyzer cntent has been mved and is nw lcated in the DcAve 6 Installatin Guide. 6

7 Abut Cntrl Panel The DcAve Cntrl Panel is the central interface fr managing DcAve and hw it interacts with yur SharePint envirnments. Cntrl Panel is als integrated int ther DcAve prducts, which enables yu t cnfigure relevant settings withut having t leave the interface f the mdule yu are using. 7

8 Submitting Dcumentatin Feedback t AvePint AvePint encurages custmers t prvide feedback regarding ur prduct dcumentatin. Yu can Submit Yur Feedback n ur website. 8

9 Befre Yu Begin Refer t the sectins belw fr the system requirements fr Cntrl Panel. Cnfiguratin T use Cntrl Panel, the DcAve 6 platfrm must be installed and cnfigured prperly n yur farm. Cntrl Panel will nt functin withut DcAve 6 present n the farm. Agents DcAve Agents are respnsible fr running DcAve jbs and interacting with the SharePint bject mdel. DcAve Agents enable DcAve Manager t cmmunicate with the respective servers, allwing fr Cntrl Panel cmmands t functin prperly. *Nte: The use f system resurces n a server increases when the installed Agent is perfrming actins. This may affect server perfrmance. Hwever, if the Agent installed n a server is nt being used, the use f system resurces is very lw and, therefre, the effect n server perfrmance is negligible. Fr instructins n installing the DcAve Platfrm, DcAve Manager, and DcAve Agents, refer t the DcAve 6 Installatin Guide. 9

10 Getting Started Refer t the sectins belw fr imprtant infrmatin n getting started with Cntrl Panel. Launching Cntrl Panel T launch Cntrl Panel and access its functinality, fllw the instructins belw: 1. Lg int DcAve. If yu are already in the sftware, click the DcAve tab. 2. Frm the DcAve tab, click Cntrl Panel t launch Cntrl Panel. Alternatively, yu can click the Cntrl Panel ( sftware t launch Cntrl Panel. ) buttn frm anywhere within the DcAve Figure 1: Cntrl Panel icn n DcAve hmepage. 10

11 Figure 2: DcAve mdule launch windw. Understanding Cntrl Panel Cntrl Panel has three key grups f cmpnents: System Settings View and manage yur DcAve settings, Managers, Agents, authenticatin, licenses, and prduct versin. All f these functins are perfrmed in Cntrl Panel s that yu can easily access them withut leaving the interface fr yur current task in DcAve. Applicatin Settings Cnfigure settings affecting cmmn tasks perfrmed by all DcAve prducts. All f these settings are cnfigured in Cntrl Panel s that yu can easily access them withut leaving the interface fr yur current task in DcAve. Specific Prducts Settings Certain prducts in DcAve utilize preset cnfiguratins fr certain functinalities. While these settings may nt affect all DcAve prducts, all f these settings are cnfigured in Cntrl Panel because they can be leveraged by mre than ne prduct. Accessing Cntrl Panel Since features in Cntrl Panel verlap with s many prducts, it is imprtant that it is easily accessible but nt disruptive f yur current task. While there are many ways t access Cntrl Panel, the interface pens as a pp-up windw s that yu can remain n whichever page yu are n. When yu are finished cnfiguring settings in Cntrl Panel, clsing it will return yu t the page yu were n. 11

12 T access Cntrl Panel, cmplete the fllwing steps: Click the DcAve tab, and then click Cntrl Panel in the left panel t launch Cntrl Panel. At any pint while in DcAve, click the Cntrl Panel ( launch Cntrl Panel. ) buttn in the upper-left crner t While in the interface f a certain prduct, if the prduct utilizes a feature in Cntrl Panel, click n that feature n the ribbn f the prduct page t bring up the Cntrl Panel pp-up windw with the apprpriate tab pen. Whenever yu are finished cnfiguring settings in Cntrl Panel, clse the windw t return t the previus screen yu were n. 12

13 System Settings General System Settings in Cntrl Panel allw yu t custmize the way DcAve interacts with yur SharePint envirnment. Here yu can manage DcAve Managers and Agents, cnfigure DcAve settings, and perfrm DcAve administrative tasks. Mnitr Mnitr DcAve Cntrl Panel includes a Manager Mnitr and an Agent Mnitr. These settings prvide yu with cntrl ver the DcAve Managers and Agents installed n yur SharePint envirnment. System Optins In System Optins, yu can cnfigure General Settings and Security Settings. Managers In Cntrl Panel, there are Authenticatin managers and DcAve managers; Authenticatin managers include the Authenticatin Manager and the Accunt Manager, which gives yu cntrl ver wh has access t and what they can d in DcAve. DcAve managers include the License Manager and the Update Manager. These let yu view and manage which DcAve prducts yu have access t, and what versin f DcAve yu are using. The mnitr features in DcAve Cntrl Panel allw yu t view and manage the DcAve Manager services and DcAve Agent services: Manager Mnitr View and cnfigure yur DcAve Manager services currently installed n yur SharePint envirnment. With Manager Mnitr, yu can als perfrm basic maintenance peratins n yur Manager services if a Manager service ever becmes unrespnsive r is having issues. Yu can als temprarily disable the DcAve Manager services t perfrm server maintenance. Agent Mnitr View and cnfigure yur DcAve Agents currently installed n yur SharePint envirnment. This can be useful if there is a change in persnnel, and the SharePint accunt that the Agent uses t cmmunicate with SharePint needs t be changed. With Agent Mnitr, yu can als perfrm basic maintenance peratins n yur Agents if an Agent ever becmes unrespnsive r is having issues, r temprarily disable the DcAve Agent service t perfrm server maintenance. Using Manager Mnitr T access Manager Mnitr, in the Cntrl Panel interface, click Manager Mnitr under the Mnitr heading. In Manager Mnitr, yu will see a list f Manager services which have been registered t the 13

14 current DcAve Cntrl service. Manager services include the Cntrl service, Media service, and Reprt service. Yu can custmize hw yur Manager services are displayed in the fllwing ways: Search Filters the Manager services displayed by the keywrd yu designate; the keywrd must be cntained in a clumn value. At the tp f the Manager Mnitr viewing pane, enter the keywrd fr the Manager services yu want t display. Yu can select t Search all pages r Search current page. Manage clumns ( ) Manages which clumns are displayed in the list s that nly the infrmatin yu want t see is displayed. Click the manage clumns ( ) buttn, and then select the checkbx next t the clumn name t have that clumn shwn in the list. Hide the clumn ( ) Hver ver the clumn name yu want t hide, and then click the hide the clumn ( ) buttn. Filter the clumn ( ) Filters which item in the list is displayed. Unlike Search, yu can filter whichever item yu want, rather than search based n a keywrd. Hver ver the clumn name yu want t filter, click the filter the clumn ( ) buttn, and then select the checkbx next t the item name t have that item shwn in the list. T remve all f the filters, click Clear Filter. Refer t the fllwing sectins n hw t manage the Manager services. Cnfiguring Media Service Only the Media services can be cnfigured in Manager Mnitr. Once yur Manager services are apprpriately displayed, select a Media service by selecting the checkbx next t the Service Name, and then click Cnfigure n the ribbn. In the Cnfigure interface, cnfigure the fllwing settings: 1. Cache Lcatin Saves the index database which stres the index f the backup data. By default, the cache lcatin is set t: \AvePint\DcAve6\Manager\Media\Cache. Add Cache Lcatin Creates a new cache lcatin. Click the Add Cache Lcatin link in the Cache Lcatin field r Add Cache Lcatin n the ribbn t create a new cache lcatin. The Add Cache Lcatin interface appears. Cnfigure the fllwing settings: i. Device Type Chse t stre the caches in a lcal path r a UNC path. *Nte: If yur envirnment is the Media service High Availability envirnment, yu can nly select the UNC Path as the Device Type; therwise, the test will fail. ii. Destinatin Select the directry where yu are abut t stre the caches. If yu select Lcal Path in the Device Type field, enter a path in the Lcal path text bx. 14

15 If yu select UNC Path in the Device Type field, enter a path in the UNC path text bx and select a managed accunt prfile frm the drp-dwn list t access the entered UNC path. iii. Click Validatin Test t test the entered path is valid. iv. Click OK t save the cache lcatin r click Cancel t exit the current page withut saving any cnfiguratin. If mre than ne cache lcatin is cnfigured fr the Media service, DcAve will stre cache data accrding t the rder f the cache lcatins listed here. Change the rder in which the cache lcatins are listed in by selecting its desired place in the list frm the crrespnding drp-dwn menu under the Order clumn. Once all f the cache lcatins are full, the ldest data will be deleted t make rm fr new data. Edit Cache Lcatin Edits an existing cache lcatin. Select a cache lcatin by selecting the crrespnding checkbx. Click Edit Cache Lcatin n the ribbn t edit it. The editing steps are the same as the creating steps; refer t the creating steps abve fr mre infrmatin. Refresh Refreshes ne r mre cache lcatins t view the usage infrmatin. Select ne r mre cache lcatins by selecting the crrespnding checkbxes. Click the Refresh link r Refresh n the ribbn t refresh the selected cache lcatins. The usage infrmatin is displayed in the Free Space clumn. Delete Deletes ne r mre cache lcatins. Select ne r mre cache lcatins by selecting the crrespnding checkbxes. Click the delete ( ) buttn r Delete n the ribbn t delete the selected cache lcatins. *Nte: The Media service must have at least ne cache lcatin. If yu attempt t delete the nly cache lcatin cnfigured fr a Media service, an errr message will pp up, and the selected cache lcatin will nt be deleted. 2. Threshld Enter the cache lcatin free space threshld. The threshld yu set will be the lwest amunt f free space a cache lcatin can have befre either anther cache lcatin (if cnfigured) is used, r the data is deleted. T set the Threshld, enter the number in Megabytes int the crrespnding text bx. *Nte: By default, the threshld is 1024 MB. If the cache lcatin is in the system disk, keep at least 1024 MB f free space t ensure that the perfrmance f the perating system is nt affected. 3. Click OK n the ribbn t save the cnfiguratins and return t the Manager Mnitr interface, r click Cancel t return t the Manager Mnitr interface withut saving any cnfiguratins. Viewing Details f the Manager Services Select a Cntrl, Media, r Reprt service by selecting the crrespnding checkbx, and then click View Details n the ribbn t view the detailed infrmatin f the selected Manager service. 15

16 Cnfiguring Ntificatin Settings fr the Manager Services If yu have cnfigured the ntificatin settings fr the Manager service, the specified recipients in the selected ntificatin prfile will be sent an when the Manager service is inactive. T d s, cmplete the fllwing steps: 1. Select ne r mre Manager services by selecting the crrespnding checkbxes, and then click Ntificatin Selectin n the ribbn. The Ntificatin Selectin interface appears. 2. Select a previusly cnfigured ntificatin prfile frm the drp-dwn menu r select New Ntificatin Prfile t set up a new ntificatin prfile. Fr mre infrmatin abut hw t cnfigure ntificatin, refer t User Ntificatin Settings. 3. Click OK t save the cnfiguratin and return t the Manager Mnitr interface r click Cancel t return t the Manager Mnitr interface withut saving any cnfiguratins. Restarting the Manager Services Select ne r mre Media r Reprt services, and then click Restart n the ribbn t restart the selected Manager services. This is useful in situatins where the Manager is sluggish, r if a jb it is running hangs. Yu can restart the Manager service and try again. *Nte: Any jbs that are running when yu restart the Manager services may fail. Remving the Manager Services Select ne r mre dwn Media r Reprt services, and then click Remve n the ribbn t remve the selected Manager services. The remved Manager service will n lnger be used by the current Cntrl service. Yu can nly remve Manager services that have a dwn arrw ( clumn. ) buttn in the Status *Nte: Remving the service des nt uninstall the Manager service. Deactivating the Manager Services Select ne r mre Media r Reprt services, and then click Deactivate n the ribbn t deactivate the selected Manager service. Once the Manager service is deactivated, it is marked as Inactive and will nt be used by the current Cntrl service. Hwever, the deactivated service will still run nrmally. This is useful when yu want t perfrm maintenance n a specified DcAve Manager server. *Nte: Any jbs that are running when yu deactivate the Manager service may fail. Activating the Manager Services Select ne r mre deactivated Media r Reprt services, and then click Activate n the ribbn t activate the selected Manager services. Once the Manager service is activated, it is marked as Active and will be used by the current Cntrl service. 16

17 When yu are finished viewing and managing yur Manager services, click Clse n the ribbn t clse the Manager Mnitr interface and return t the Cntrl Panel interface. Using Agent Mnitr T access Agent Mnitr, in the Cntrl Panel interface, click Agent Mnitr under the Mnitr heading. In Agent Mnitr, yu will see a list f DcAve Agents which have been registered t the current DcAve Cntrl service. Yu can custmize hw yur Agents are displayed in the fllwing ways: Search Filters the Agents displayed by the keywrd yu designate; the keywrd must be cntained in a clumn value. At the tp f the Agent Mnitr viewing pane, enter the keywrd fr the agent(s) yu want t display. Yu can select t Search all pages r Search current page. Manage clumns ( ) Manages which clumns are displayed in the list s that nly the infrmatin yu want t see will be shwn. Click the manage clumns ( ) buttn, and then select the checkbx next t the clumn name t have that clumn shwn in the list. The clumns available fr selecting are: Agent Name The name f each registered agent. Status The status f each registered agent. Ntificatin The ntificatin prfile name. Mde The current wrk mde f the agent. Versin The DcAve versin f each registered agent. Farm Name The name f the farm where the agent resides. Agent Type The number f the selected agent types fr each registered Agent. Last Registratin Time The last registratin time f the agent. Envirnment Details The detailed infrmatin f the envirnment where the agent is installed. Message The prmpted errr infrmatin fr the Agent. If an errr ccurred t the agent, click Message in this clumn and the detailed errr infrmatin will be displayed in the pp-up windw. Hide the clumn ( ) Click the hide the clumn ( ) buttn in the clumn name t hide the clumn. Filter the clumn ( ) Filters which item in the list is displayed. Unlike Search, yu can filter whichever item yu want, rather than search based n a keywrd. Click the filter the clumn ( ) buttn in the clumn yu want t filter, and then select the checkbx next t the item name t have that item shwn in the list. T remve all f the filters, click Clear Filter. Once yur DcAve Agents are apprpriately displayed, yu can select an Agent by selecting the checkbx next t the Agent Name, and then click: 17

18 Cnfigure Once yu select an Agent, this buttn will becme available. Click Cnfigure n the ribbn t access the Agent Cnfiguratin interface. Here yu can cnfigure the SharePint accunt, Agent type, jb restrictin, and temprary buffer fr the Agent. SharePint Accunt The SharePint accunt is used by the DcAve Agent t prvide DcAve with access and cntrl t yur SharePint envirnment. Select a managed accunt prfile frm the drp-dwn list, r click New Managed Accunt Prfile t create a new ne. Fr mre infrmatin n hw t create a new managed accunt prfile, refer t Managing the Managed Accunt Prfile. Agent Type Cnfiguratin In rder t use a certain prduct, the crrespnding Agent type must first be cnfigured. Befre selecting the prduct, the necessary Agents fr that prduct must already be installed. Fr mre infrmatin, refer t the DcAve 6_Installatin_Guide. T cnfigure the Agent type fr the Agent, select the checkbx next t the crrespnding prduct. Yu can navigate thrugh the different prduct suites that are enabled fr yu by clicking n the name f the suite. Click On-premises t cnfigure the Agent type n yur SharePint n-premises envirnment. *Nte: Since Clud Cnnect mdule shares the same Agent type as the Cnnectr mdule, select the Cnnectr checkbx if yu want t select the Clud Cnnect mdule. Switch t the Registered SharePint Sites tab t cnfigure the Agent type fr yur SharePint Online envirnment. The prducts that supprt SharePint Online are: Granular Backup & Restre Administratr Cntent Manager Replicatr erm Migratin File System Migratin Livelink Migratin Ltus Ntes Migratin Exchange Public Flder Migratin Quickr Migratin EMC Dcumentum Migratin SharePint Migratin Refer t the crrespnding user guide f each mdule fr mre infrmatin. 18

19 *Nte: If yur DcAve 6 Service Pack 4 is upgraded frm DcAve 6 Service Pack 2, under the On-premises tab, the SQL Server Data Manager checkbx and the High Availability checkbx are deselected by default; under the Registered SharePint Sites tab, the File System Migratin checkbx and the SharePint Migratin checkbx are deselected by default. If desired, yu can manually select these checkbxes after purchasing the crrespnding licenses. Jb Restrictin Limit the maximum number f jbs that are allwed t run simultaneusly by this Agent by enabling the Restrict the simultaneusly running jb cunt ptin and enter a psitive integer int the text bx. *Nte: Platfrm Backup and Restre des nt supprt the Jb Restrictin functin. Temprary Buffer Select Lcal Path r UNC Path t stre the temprary files that are generated when running the jbs f the fllwing prducts: Reprt Center, Platfrm Backup & Restre, Granular Backup & Restre, and High Availability. *Nte: The temprary files that are generated when running the jbs are saved in the Agent installatin directry by default: \AvePint\DcAve6\Agent\temp. Once yu finish cnfiguring the agent, click OK t save the cnfiguratins and return t the Agent Mnitr interface, r click Cancel t return t the Agent Mnitr interface withut saving any changes. Cnfiguratin File Uplad Agent cnfiguratin files t the Manager server and change them fr the specified Agents. Select the desired DcAve Agents in Agent Mnitr and click Cnfiguratin File n the ribbn t change the cnfiguratin file fr them. In the pp-up windw, click OK t cnfirm the mdificatin actin and yu will be redirected t the cnfiguratin page. Refer t the instructins belw t change the cnfiguratin file. *Nte: Since mdifying the Agent cnfiguratin files can be risky, AvePint des nt recmmend mdifying it. Agent Infrmatin View the previusly selected Agents. Brwse Cnfiguratin File Uplad the cnfiguratin file t the Manager server. Click Brwse t find the specified.cnfig file and click Open t uplad it. Yu are able t uplad multiple cnfiguratin files. *Nte: The name f the cnfiguratin file yu uplad must have the same name as the existing ne, and then yu are able t apply the cnfiguratin file t destinatin. Destinatin Path Enter the place where yu want t uplad the cnfiguratin file. DcAve supprts cnfiguratin file change in Agent\Bin and Agent\data paths. 19

20 Cnflict Reslutin Select a reslutin when tw cnfiguratin files have the same name. Merge The cntent f the newly upladed cnfiguratin file will be merged int the ld ne. Replace The newly upladed cnfiguratin file will replace the ld ne. Click OK t change the cnfiguratin files as yu have cnfigured r click Cancel t exit the interface withut saving the cnfiguratin. If yu click OK, yu will be asked t restart the Agent service. Click Aut t autmatically restart the Agent service immediately r click Manual t manually restart the Agent service later. View Details Click View Details n the ribbn t bring up the View Details page with infrmatin abut the selected DcAve Agent. Click the Summary tab t view the Agent infrmatin. Click the Agent Types tab t view all f the Agent types f this selected DcAve Agent. Ntificatin Selectin Click Ntificatin Selectin n the ribbn t cnfigure ntificatin settings. The specified recipients in the selected ntificatin prfile will be sent an when the Agent service is inactive. In the Ntificatin Selectin page, select a previusly cnfigured ntificatin prfile frm the drp-dwn menu r select New Ntificatin Prfile t set up a new ntificatin prfile. Fr mre infrmatin abut hw t cnfigure ntificatin, refer t User Ntificatin Settings. Restart Click Restart n the ribbn t restart the selected DcAve Agent. This is useful in situatins where the Agent is sluggish, r if a jb it is running hangs. Yu can restart the Agent and try again. *Nte: Any jbs that are running against the Agent yu are starting may fail. Remve Click Remve n the ribbn t remve the selected DcAve Agent frm Agent Mnitr. The remved Agent will n lnger be used by the Cntrl service. Yu can nly remve Agents that have a dwn arrw ( ) buttn in the Status clumn. *Nte: Remving Agent des nt uninstall the Agent. *Nte: If the Agent is currently used by ne r mre plans, the Agent cannt be remved. Deactivate Click Deactivate n the ribbn t deactivate the selected DcAve Agent. Once the Agent is deactivated, it is marked as Inactive, and will nt be used by the current Cntrl service. Hwever, the deactivated service will still run nrmally. This is useful when yu want t perfrm maintenance n a specified DcAve Agent. *Nte: Any jbs that are running against the Agent yu are deactivating may fail. Activate Click Activate n the ribbn t activate the selected DcAve Agent. Once the Agent is activated, it is marked as Active, and will be used by the current Cntrl service. 20

21 When yu are finished viewing and managing yur DcAve Agents, click Clse n the ribbn t clse the Agent Mnitr tab and return t the Cntrl Panel main page. System Optins Use System Optins t custmize DcAve General Settings and Security Settings: General Settings These settings affect DcAve s interface, which include settings fr Appearance and SharePint Farm Settings. This way, yu can have DcAve be displayed in the language f yur preference, use date and time frmat that yu are cmfrtable with, insert a custm lg fr yur reprts and templates, and rename yur SharePint farms s that it is easier fr yu t recgnize them. Security Settings These settings affect access t DcAve, which includes settings fr System Security Plicy and System Passwrd Plicy. This way, yu have cntrl ver the users that are able t access DcAve. Cnfiguring General Settings T access General Settings fr DcAve, in the Cntrl Panel interface, click General Settings under the System Optins heading. The fllwing settings can be cnfigured n this page: Language Preference Select a language fr DcAve t be displayed in, r allw users t utilize a translatin engine t have DcAve displayed in the language f the user s brwser. Display fr all users Select this ptin t display DcAve in the language selected here. T change the display language, click the dwn arrw ( ) buttn n the drp-dwn menu, and select yur desired language. Change t the end user brwser used language Select this ptin t display DcAve in the language used by the user s brwser. Then select a language fr DcAve t be displayed in by default in the If the language des nt change successfully, please select t use a default language drp-dwn menu. This way, if DcAve des nt prperly display in the user s brwser language, DcAve will be displayed in the language selected here. Date and Time Frmat Set the system lcatin by selecting a lcatin frm the Lcale(Lcatin) drp-dwn menu. Set the frmat fr all dates and times displayed in DcAve by selecting a date frmat frm the Date frmat drp-dwn menu, and selecting a time frmat frm the Time frmat drp-dwn menu. Custmize Lg Custmize the lg fr DcAve system reprts and templates. Click Brwse t find the desired lg file in the pp-up windw, select the lg, and then click Open t pen it. Click Shw Preview t view the lg in the Shw Preview area. T hide the Shw Preview area, click Hide Preview. Click and drag the lg in the display field t change its placement. Click the zm in ( ) buttn t zm in, the zm ut ( ) buttn t zm ut, r the reset the settings ( ) 21

22 buttn t reset the settings f the new lg. Click the Restre t Default buttn t rll back t the default lg. Farm Name Mapping Custmize the display names fr yur farms in DcAve. T find a specific farm, enter the farm name in the search text bx, and click the magnifying glass ( ) buttn t search. *Nte: The search functin is nt case sensitive. Fr each farm, enter the desired display name in the crrespnding Display Name text bx. When yu are finished cnfiguring DcAve General Settings, click Save t save all changes, and then click Clse t clse the System Optins interface. If yu click Clse withut saving first, any changes yu have made will be lst. Cnfiguring Security Settings T access Security Settings fr DcAve, in the Cntrl Panel interface, click Security Settings under the System Optins heading. There are tw tabs under Security Settings, System Security Plicy and System Passwrd Plicy. System Security Plicy In the System Security Plicy tab, the fllwing ptins can be cnfigured: Maximum User Sessin Cnfigure the number f simultaneus lgns allwed fr DcAve. Fr any new sessins that surpass the designated number, the earliest sessin will be terminated. Sessin Timeut Cnfigure hw lng a user can be inactive befre being autmatically lgged ff. Enter an integer int the Lgn will expire in: text bx, and then select either Minute(s) r Hur(s) in the drp-dwn menu. Failed Lgn Limitatin Enter the maximum number f failed lgn attempts allwed in ne day. If a specific accunt fails t prvide the crrect lgin infrmatin in a single day, it will be lcked. T unlck the specified accunt, refer t Accunt Manager. *Nte: This setting nly affects lcal users besides the default Admin accunt. Active Directry users and Windws users added in DcAve are nt affected by the limitatins. Inactive Perid Cnfigure hw lng a user can be inactive befre the accunt is autmatically disabled. Enter an integer int the Deactivate the accunt when the inactive perid reaches: text bx, and then select either Day(s) r Mnth(s) in the drpdwn menu. Once deactivated, a DcAve administratr must activate the accunt befre the user can lg int DcAve. Netwrk Security Cnfigure the IP addresses t have the desired level f access t DcAve. T access these settings, select the Enable netwrk security checkbx, and then select either: 22

23 Trusted netwrk If selected, nly the IP addresses added t this field can access DcAve. T add an IP address as a trusted netwrk, enter the IP address in the Equals text bx, and then click Add. Repeat these steps t add additinal IP addresses. Restricted netwrk If selected, the IP addresses added t this field cannt access DcAve. T add an IP address as a restricted netwrk, enter the IP address in the Equals text bx, and then click Add. Repeat these steps t add additinal IP addresses. System Passwrd Plicy In the System Passwrd Plicy tab, the fllwing ptins can be cnfigured: Default Passwrd Settings Select the rules t be applied n the passwrd after it has been saved. Select Accunt is inactive if yu wuld like t manually activate the accunt befre it can be used. If n ptin is selected in this field, the passwrd des nt need t be mdified at first lgin and it will never expire. *Nte: The Default Passwrd Settings cnfigured here is a passwrd setting template shared by all f the newly added lcal users. When adding lcal users t DcAve Manager, yu can chse t use the Default passwrd settings r Custmized passwrd settings fr the lcal users yu are abut t add. Fr mre infrmatin, refer t Adding Users. The Default Passwrd Settings will nt take effect n the lcal users that already exist befre cnfiguring the Default Passwrd Settings. Maximum and Minimum Passwrd Length Enter an integer fr the maximum and minimum number f characters allwed in a passwrd. Passwrd Rule Cnfigure requirements fr passwrd. Minimum number f alpha Enter a psitive integer, there must be at least the specified number f letters in the passwrd. Minimum number f numeric Enter a psitive integer, there must be at least the specified number f numbers in the passwrd. Minimum number f special characters Enter a psitive integer, there must be at least the specified number f special characters in the passwrd. The special characters #, $, %, ^, &, and *. Passwrd cannt cntain user ID Select this ptin and the passwrd cannt cntain the user s name. Passwrd cannt cntain space Select this ptin and the passwrd cannt cntain space(s). Passwrd Expiratin Warning Send ut warnings if the passwrd f a user will expire in the specified time perid. Set the perid by entering a psitive integer using the 23

24 ptins f Day(s) r Mnth(s). Yu can chse the frms f the warning by select Ppup message r Ntificatin. Viewing Security Infrmatin DcAve 6 uses passphrase t prtect the DcAve databases and secure the cmmunicatin. Befre cnnecting t the DcAve Manager when installing the DcAve Agents, the passphrase must be entered t verify the access. The passphrase is cnfigured during the Manager s installatin. T manage the passphrase, while in the System Optins tab, click Security Infrmatin n the ribbn. Yu can perfrm the fllwing actins: Back Up Click this buttn t back up the passphrase t the fllwing path: \AvePint\DcAve6\Manager\KeysBak. AvePint strngly recmmends backing up security keys and save the backup in a safe place. Manage Passphrase View and mdify the passphrase. The fllwing ptin will be displayed in the Manage Passphrase interface. Mdify By default, the passwrd cannt be mdified. Yu can click this buttn t enable the mdificatin f the default passwrd. Enter a new passphrase in the crrespnding text bx and click OK t save it. *Nte: Only the users f the Administratrs grup have the permissin t mdify the passphrase. Fr details f adding users int the Administratrs grup, refer t the Managing Users sectin in Accunt Manager. Authenticatin and Accunt Manager Use Authenticatin Manager and Accunt Manager t custmize which users and user grups have access t DcAve. Yu can set up DcAve t utilize existing methds fr authenticatin such as Windws Authenticatin, Active Directry integratin (AD) and Active Directry Federatin Services (ADFS) Integratin, Client Certificate Authenticatin, r manually add specific users and set permissin levels. *Nte: In rder t add specific users in Accunt Manager that authenticates using Windws Authenticatin, AD authenticatin, ADFS authenticatin, r Client Certificate Authenticatin, yu must first set up the authenticatin integratin in Authenticatin Manager. Authenticatin Manager Use Authenticatin Manager t view and manage integrated authenticatin methds usable by DcAve. This means that DcAve can leverage yur pre-existing authenticatin methds, and custmize it fr access t DcAve. These authenticatin methds include: 24

25 Windws Authenticatin Allws the users t lg int DcAve using their Windws Authenticatin credentials. AD Integratin Allws the users t lg int DcAve using their Active Directry authenticatin credentials. ADFS Integratin Allws the users t access DcAve as lng as they have lgged int the lcal machine using their ADFS credentials. Client Certificate Authenticatin Allws the users t access DcAve using Client Certificate Mapping Services. T access Authenticatin Manager fr DcAve, in the Cntrl Panel interface, click Authenticatin Manager under the Authenticatin Manager heading. Click Clse n the ribbn t clse the Authenticatin Manager interface. On the Authenticatin Manager interface, yu can select ne authenticatin methd, and click Set as default in the Set as default clumn t set the specified authenticatin methd as the default authenticatin methd. After setting the authenticatin methd, yu can g t Accunt Manager t add users. Cnfiguring Windws Authenticatin T leverage Windws Authenticatin credentials t access DcAve, cmplete the fllwing steps: 1. In the Authenticatin Manager interface, click Windws Authenticatin n the ribbn. 2. Select the Authenticatin Type frm the drp-dwn menu: NTLM Negtiate (Kerbers) *Nte: Kerbers authenticatin methd must be previusly cnfigured in the perating system befre yu select the Negtiate (Kerbers) ptin when enabling the integratin with Windws Authenticatin. Otherwise, the NTLM authenticatin methd will be enabled. 3. Click OK t save the changes and clse the Windws Authenticatin interface, r click Back t clse the Windws Authenticatin interface withut saving any changes. Cnfiguring AD Integratin T leverage Active Directry authenticatin credentials t access DcAve, cnfigure yur Active Directries in the AD Integratin interface. T access yur Active Directry integratin cnfiguratins in the Authenticatin Manager interface, click AD Integratin n the ribbn. In the AD Integratin 25

26 cnfiguratin interface, yu will see a list f previusly cnfigured Active Directries. Yu can custmize hw these Active Directries are displayed in the fllwing ways: Search Filters the Active Directries displayed by the keywrd yu designate; the keywrd must be cntained in a clumn value. At the tp f the viewing pane, enter the keywrd fr the Active Directry yu want t display. Yu can select t Search all pages r Search current page. Manage clumns ( ) Manages which clumns are displayed in the list s that nly the infrmatin yu want t see is displayed. Click the manage clumns ( ) buttn, and then select the checkbx next t the clumn name t have that clumn shwn in the list. Hide the clumn ( ) Hver ver the clumn name yu want t hide, and then click the hide the clumn ( ) buttn. Filter the clumn ( ) Filters which item in the list is displayed. Unlike Search, yu can filter whichever item yu want, rather than search based n a keywrd. Hver ver the clumn name yu want t filter, click the filter the clumn ( ) buttn, and then select the checkbx next t the item name t have that item shwn in the list. T remve all f the filters, click Clear Filter. T manage yur integrated Active Directries, yu can perfrm the fllwing actins: Add - T add a new Active Directry, click Add n the ribbn and enter the full name f the dmain r the address f the dmain cntrller in the Dmain text bx. Select a managed accunt prfile frm the drp-dwn list, ensuring that the username is in the frmat. Nte that the selected managed accunt prfile must be a member f the dmain yu are adding and must be able t lg int the dmain successfully. Click Validatin Test t see if the values yu entered are valid, and then click OK t save the cnfiguratins fr the new Active Directry and return t the AD Integratin interface. Edit T make changes t a previusly cnfigured integrated Active Directry, select the Active Directry by selecting the crrespnding checkbx, and then click Edit n the ribbn. Make the necessary changes, and then click OK t save the changes and return t the AD Integratin interface, r click Back t return t the AD Integratin interface withut saving any changes. Delete T delete a previusly cnfigured Active Directry, select the Active Directry by selecting the crrespnding checkbx, and then click Delete n the ribbn. A pp-up windw appears t ntify yu that The user(s) assciated with the selected dmain(s) will be disabled. The user(s) can be enabled nly by adding the selected dmain(s) again. Are yu sure yu want t prceed?. T remve all f the users that are assciated with the selected Active Directries frm DcAve, select the Remve all users assciated with the selected dmain(s) checkbx. Click OK t cnfirm the deletin, r click Cancel t return t the AD Integratin interface withut deleting the selected Active Directries. 26

27 Enable Click Enable t allw the use f credentials frm the crrespnding Active Directry t access DcAve. Disable Click Disable t nt allw the use f credentials frm the crrespnding Active Directry t access DcAve. This ptin is useful during the maintenance f the Dmain Cntrller machine. Yu can disable the integratin with the dmain t be maintained and enable the integratin again after the maintenance. After enabling AD Integratin, add ne r mre dmain users in Accunt Manager. When lgging int DcAve Manager using the added dmain user, yu must enter the dmain user in the frmat f dmain\username r in the Lgin ID text bx n the DcAve lgin interface. Cnfiguring ADFS Integratin T leverage Active Directry Federatin Services (ADFS) authenticatin credentials t access DcAve, cnfigure yur ADFS integratin in the ADFS Integratin interface. T access yur ADFS integratin cnfiguratins, in the Authenticatin Manager interface, click ADFS Integratin n the ribbn, and then select ADFS Integratin in the drp-dwn menu. Yu will be brught t the ADFS Integratin Wizard. T set up ADFS integratin, cmplete the fllwing steps in the wizard: 1. ADFS Infrmatin Cnfigure the fllwing general infrmatin f the ADFS yu want t integrate: ADFS Integratin Methd Select Manually t cnfigure the settings yurself, r select Autmatically t get the required infrmatin by using a federatin metadata trust XML file. Manually Enter the URL f the security tken service (STS) in the ADFS Issuer text bx in the fllwing frmat: qualified dmain name/adfs/ls Autmatically Enter the URL f the federatin metadata trust XML file in the Federatin Metadata Trust text bx in the fllwing frmat: qualified dmain name/federatinmetadata/ /federatinmetadata.xml Relying Party Identifier Enter DcAve s Relying Party Identifier, which must first be cnfigured in ADFS in the Relying Party Identifier text bx. When yu are finished cnfiguring the ADFS Infrmatin, click Next t cnfigure the Security Tken Settings. 2. Security Tken Settings Cnfigure the certificates used in the ADFS integratin: Tken-signing Cmplete ne f the fllwing actins: Click Select. A new Select Certificate pp-up windw will appear fr yu t select a tken-signing certificate t cmmunicate with ADFS. This certificate must be the same as the ne cnfigured in ADFS. 27

28 Click Find Certificate t search fr a desired certificate, and then select a Find in: parameter frm the drp-dwn menu, enter the keywrds in the Cntains: text bx, select a Lk in field: parameter frm the drp-dwn menu, and then click Find Nw t start the search. Click Stp t stp the search. Once yu have selected yur desired certificate, click OK t save and exit the Select Certificate interface, r click Back t exit the Select Certificate interface withut saving selecting a certificate. *Nte: The certificate specified here must be the same as the ne cnfigured in ADFS. Tken-decrypting (ptinal) Cmplete ne f the fllwing actins: Click Select. A new Select Certificate pp-up windw appears fr yu t select a tken-decrypting certificate t prtect the cmmunicatin between DcAve and ADFS. This certificate must be the same as the ne cnfigured in ADFS. Click Find Certificate t search fr the desired certificate. Select a Find in: parameter frm the drp-dwn menu, enter the keywrds in the Cntains: text bx, select a Lk in field: parameter frm the drp-dwn menu, and then click Find Nw t start the search. Click Stp t stp the search. Once yu have selected yur desired certificate, click OK t save and exit the Select Certificate interface, r click Back t exit the Select Certificate interface withut saving selecting a certificate. When yu are finished cnfiguring the Security Tken Settings, click Next t cnfigure the Claim Cnfiguratin. 3. Claim Cnfiguratin Cnfigure the mappings between the Claim Name displayed in DcAve and the Claim Type displayed in ADFS. Yu can perfrm the fllwing actins t yur claims: Yu can change the rder f the claims in the Order clumn f the table. If a user can be identified using several claims, DcAve will use the Claim Name f the first claim listed here as the display name fr each respective user. Click the delete ( ) buttn t delete the selected claim. Click Aut t have the claim type be specified autmatically after yu select the claim name frm the Claim Name drp-dwn menu. Click Manu t add the claims manually. Click Aut t switch back t the default ptin. 4. Overview Review the settings yu have cnfigured in the previus steps. T make changes, click Edit in the crrespnding sectin, and yu will be brught back t that step s yu can make changes. 5. Finish Prvides yu with three ptins t imprt the relying party data fr DcAve in ADFS (using the Add Relying Party Trust Wizard). Optin 1 Click the link t imprt relying party data that is published nline frm the lcal netwrk Federatin metadata address. 28

29 Optin 2 Click n the link t dwnlad the Federatin metadata XML file, and then uplad the dwnladed file t the ADFS server. Fllw the wizard t cnfigure ther settings. Optin 3 Enter the relying party data and the relying party identifier manually in the ADFS cnfiguratin wizard. In this step, yu can als chse t exprt the current ADFS cnfiguratin infrmatin t a specified lcatin by clicking Exprt n the ribbn, and then explre t the lcatin yu wish t save the XML file t. Click Finish t save yur cnfiguratins, and return t the Authenticatin Manager interface, r click Cancel t return t the Authenticatin Manager interface withut saving any f the cnfiguratins made. Once yu have cnfigured an ADFS integratin fr DcAve, the Add Federatin Trust ptin will becme available. Add Federatin Trust allws yu t integrate anther trusted ADFS with the ADFS yu have already cnfigured fr DcAve. T add integratin with anther trusted ADFS, in the Authenticatin Manager interface, click ADFS Integratin n the ribbn, and then select Add Federatin Trust frm the drp-dwn menu. In the Add Federatin Trust interface, enter the fllwing infrmatin: Name The name entered here will be displayed in the Server drp-dwn menu n the lgin page. Yu can select the crrespnding name t lg n DcAve using the trusted ADFS. URL The identifier f the trusted ADFS. Click Add t add the new recrd, r click the delete ( ) buttn t delete a selected ADFS trust. *Nte: There is a knwn issue in the Authenticatin Manager. When lgging in as added ADFS users, the lgin fails because the certificate's Issue T des nt match with the DcAve Manager URL. T prevent r fix this issue, be sure t meet the fllwing requirements: Recrd the DcAve Manager URL in the address bar f the brwser which appears after yu click the DcAve Manager shrtcut. When cnfiguring the endpint's settings in ADFS server, enter the recrded URL as the IP address. Make sure the certificate is trusted and verified when visiting DcAve Manager URL. Cnfiguring Client Certificate Authenticatin In the Authenticatin Manager interface, cnfigure Client Certificate Authenticatin in any f the fllwing ways: 29

30 Click Enable in the Actin clumn f the Client Certificate Authenticatin rw t enable the Client Certificate Authenticatin. Click Disable t disable this authenticatin. Click Set as default t set this authenticatin as the default. Accunt Manager Use Accunt Manager t view and manage users fr DcAve, as well as cnfigure user grups with custm permissin levels. Yu can give specific peple, r grups f peple yur desired level f access t DcAve. In Accunt Manager yu can security trim DcAve users t limit which DcAve mdule a user is able t access and which farms and registered site cllectins specific DcAve users can access. Each user can nly be added t the Administratrs grup, ne r mre System grups, r a Tenant grup. Yu can als chse nt t add the user t any DcAve grups. A user can be added t bth the Administratrs grup and System grups. A user in a System grup can belng t multiple System grups; hwever, a user in a Tenant grup can nly belng t ne Tenant grup. The same user cannt be added t bth a System grup and a Tenant grup. In rder t add a user in a System grup t a Tenant grup, yu must remve this user frm the System grup, and add this user t a Tenant grup as a new user. Administratrs Administratrs grup is the built-in grup which cannt be deleted. Users in this grup can manage bth System grups and Tenant grups, but they cannt see the bjects created by the users in the Tenant grups. Users in the Administratrs grup manage bjects wned by the users in the Tenant grup by adding anther user in the Tenant grups t manage the Tenant grup using the newly added user. System System grup is the user-defined grup. Users in this grup can view and mdify DcAve bjects created by any users in the System grups. Due t different specified permissin levels, users in this grup can view and mdify the SharePint bjects f the specified mdules in the specified farm. Tenant Tenant grup includes Web Applicatin Tenant grup and Site Cllectin Tenant grup. There are pwer users and standard users in the Tenant grup. A pwer user must be added when creating the Tenant grup. Fr mre infrmatin, refer t Security Trimming Users. *Nte: If yu wuld like t leverage authenticatin credentials frm Windws Authenticatin, AD, ADFS, r Client Certificate Authenticatin, yu must first cnfigure the relevant integratin settings in Authenticatin Manager. T access Accunt Manager fr DcAve, in the Cntrl Panel interface, click Accunt Manager under the Accunt Manager heading. Click Clse n the ribbn t clse the Accunt Manager interface. 30

31 Security Trimming Users If yu are using DcAve Gvernance Autmatin alngside DcAve 6, it is recmmended that yu d nt have users in the Tenant grups and nly use the default System grup. As f DcAve 6 Service Pack 3 and later, DcAve supprts security trimming rule t all f the DcAve mdules. Fr details n permissin cntrl ver the users in the Tenant grup and the users in the System grup, refer t the infrmatin belw. Fr users f Administratrs grup: The users in the Administratrs grup have the Full Cntrl permissin t the whle DcAve platfrm. The users in the Administratrs grup cannt directly view the DcAve bjects created by the users in the Tenant grup. Hwever, the users in the Administratrs grup can add a user in the Tenant grup, and then use the newly added user t view the DcAve bjects created by the users in the Tenant grup. Fr users f Tenant grup: The users in a Tenant grup include pwer users and standard users. Pwer User The pwer users can create and delete any standard users and ther pwer users. The pwer users can manage all f the bjects in their wn grup. The pwer users can share the Web applicatins/site cllectins and the plans that are belnged t a standard user t the ther standard users. *Nte: The related bjects f the deleted standard users r pwer users will nt be deleted. The last pwer user in the Tenant grup cannt be deleted. Standard User The standard user can nly have permissin t the Web applicatin/site cllectin when the pwer user shares the Web applicatin/site cllectin t him. *Nte: When the pwer user shares the specified Web applicatins/site cllectins t the standard user, the standard user can nly view and use the specified Web applicatins/site cllectins in the tree, but cannt edit r delete the cntent f these Web applicatins/site cllectins. *Nte: When lgging int DcAve using a standard user in the Tenant grup, the standard user cannt perfrm the Object-based Restre jbs in the Granular Backup & Restre mdule. The users in the Tenant grup cannt view bjects created by the users in the Administratrs grup and System grup. 31

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